Patrick Gall

@Retirement Wealth Solutions Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$118.277M

Total holdings439

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Wealth Solutions Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 439 positions.

Assets under management

The assets under management (AUM) of Retirement Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 118.277M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Patrick Gall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EEMIshares Tr Recent Activity New Position	0.12%	$136,543 3,323 shares@ $41.1 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.12%	$133,904 474 shares@ $282.5 avg price	New Position
IXCIshares Tr Recent Activity New Position	0.11%	$129,980 3,304 shares@ $39.35 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.11%	$119,128 149 shares@ $799.52 avg price	New Position
MAMastercard Incorporated Recent Activity New Position	0.1%	$110,293 219 shares@ $503.63 avg price	New Position
BMOBank Montreal Que Recent Activity New Position	0.09%	$105,820 1,086 shares@ $97.45 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.09%	$104,468 236 shares@ $442.67 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.09%	$101,352 656 shares@ $154.5 avg price	New Position
VTEBVanguard Mun Bd Fds Recent Activity New Position	0.09%	$98,818 1,988 shares@ $49.71 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.09%	$96,098 1,636 shares@ $58.74 avg price	New Position